RIA

Regal Investment Advisors Portfolio holdings

AUM $1.33B
1-Year Est. Return 14.14%
This Quarter Est. Return
1 Year Est. Return
+14.14%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$281M
AUM Growth
+$44.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
994
New
Increased
Reduced
Closed

Top Buys

1
+$7.98M
2
+$4.58M
3
+$3.28M
4
TIP icon
iShares TIPS Bond ETF
TIP
+$2.64M
5
DKS icon
Dick's Sporting Goods
DKS
+$2.48M

Top Sells

1
+$2.98M
2
+$2.56M
3
+$2.5M
4
NEU icon
NewMarket
NEU
+$2.35M
5
LUV icon
Southwest Airlines
LUV
+$2.26M

Sector Composition

1 Financials 7.07%
2 Energy 6.65%
3 Consumer Staples 6.23%
4 Healthcare 5.97%
5 Consumer Discretionary 5.19%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$1.25M 0.44%
68,520
-44
77
$1.23M 0.44%
64,166
-246
78
$1.21M 0.43%
46,341
+67
79
$1.12M 0.4%
14,566
-460
80
$1.04M 0.37%
127,196
+500
81
$1.04M 0.37%
12,932
+2,859
82
$1M 0.36%
17,870
-3,498
83
$964K 0.34%
33,032
+848
84
$953K 0.34%
19,473
-739
85
$951K 0.34%
37,100
-25,060
86
$928K 0.33%
14,814
+2,550
87
$901K 0.32%
21,611
+972
88
$899K 0.32%
11,445
+2,120
89
$889K 0.32%
9,980
+53
90
$877K 0.31%
16,467
-1,656
91
$854K 0.3%
8,009
-1,111
92
$820K 0.29%
33,872
-28,660
93
$816K 0.29%
8,927
+700
94
$802K 0.29%
21,962
+19,248
95
$801K 0.29%
10,620
+1,867
96
$796K 0.28%
13,736
+10,557
97
$774K 0.28%
8,247
-20,064
98
$718K 0.26%
8,730
+1,194
99
$715K 0.25%
13,582
-2,050
100
$709K 0.25%
21,797
-371
2 3
4
5 6